See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,847 | $135,952-76.6% | $123,892-74.3% | $273,961-88.4% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 9.12% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $519 | $5,170-90.0% | $4,617-88.8% | $4,869-89.3% |
| Participant deferral / active EE | $809 | $6,343-87.2% | $5,984-86.5% | $5,287-84.7% |
| Admin fee / account holder | $230 | $9,817-97.7% | $8,357-97.2% | $10,132-97.7% |